Is Elon Musk Earthworks Tube Tunnels For The Government? (Tsla)
No.
That's crazy talk.
The effect of juxtaposing a distich headlines inwards an addled brain:
Eight-dimensional chess amongst Elon Musk
1) SpaceX is the entirely i of the companies (don't forget NeuraLink) that is profitable, a fact that was exploited when SolarCity could detect no i else to purchase its debt.
2) SpaceX is Elon's ultimate escape vehicle,* something he evidently treasures together with thinks about:
Mr. Musk's Twitter feed seems to break a decrease inwards his stress level, maybe it was exactly nerves every bit he does the create-a-corp affair on the fly.
Mr. Betteridge come across Mr. Occam.
* "no i needs to purchase Tesla, every bit Alphaville colleague Dan has pointed out -- at least, non at its electrical flow corporation value of $64bn, $55bn of that from equity. Hm.
1) SpaceX is the entirely i of the companies (don't forget As The Good Ship Tesla Sells Some Equity, Influenza A virus subtype H5N1 Reminder That Elon Musk Has Exit Options Not Available To The Rest Of Us (TSLA)"
That's crazy talk.
The effect of juxtaposing a distich headlines inwards an addled brain:
"Tesla’s sale of parts to Elon Musk’s The Boring Company may go a clue to its strategy"—QuartzOn the other hand, via FT Alphaville:
"Is The Government Building Secret Tunnels Under America To Prepare For WW3?"—ZeroHedge
Eight-dimensional chess amongst Elon Musk
It has been hard to empathize the reasoning behind Elon Musk's strategy at Tesla this year.
The consensus seems to go that his bluster is an attempt to distract would-be critics from the company's woes. But that narrative does non add together upward -- non to the lowest degree because he exactly made nice amongst i tidings outlet that has been outspoken inwards its criticism of his management.
An choice theory was provided to us late yesteryear a credit markets specialist. While it is highly speculative, it does supply an explanation for i large issue: if Musk is truly trying to distract investors from Tesla's fiscal woes, why is he doing such a bad undertaking at it?
It is non unusual for a CEO to start acting strangely when faced amongst extreme pressure, of course. What's bizarre is that Musk's mistakes leave of absence us amongst a distinct impression of carelessness (despite enough of historical show to the contrary), together with echo specially loudly through the “filter bubbles” occupied yesteryear institutional investors, traders together with fiscal journalists.
But according to this theory, Musk's finish is non distraction. Instead, the endgame is to fulfill a wishing he described inwards a Rolling Stone profile final year:
“I wishing nosotros could go individual amongst Tesla,” Musk murmurs every bit they exit. “It truly makes us less efficient to go a world company.”The primary obstruction to going individual is that no i needs to purchase Tesla, every bit Alphaville colleague Dan has pointed out -- at least, non at its electrical flow corporation value of $64bn, $55bn of that from equity. Hm.
In fact, sometimes it sure seems similar Tesla's sky-high valuation is truly the biggest origin of its troubles. The society is sure burning lots of cash every bit it tries to scale upward production of its mass-market Model 3. But if its marketplace cap weren't nearly v times larger than its 2017 revenues, mayhap at that spot wouldn't go such a pressing demand for scale inwards the start place.Two things to cry back every bit nosotros acquire downwards the rabbit hole amongst Alexandra:
This weblog has argued many times over that Musk's star power is the primary ground Tesla's shares lead maintain reached their electrical flow heights. So at that spot is a squeamish symmetry to the theory that getting its valuation to a to a greater extent than reasonable grade requires him to deed similar a terror.
If it were less pricey, Tesla could pursue whatsoever number of potential deals. But our unnamed five-dimensional chess master copy highlighted i acquirer inwards particular: SpaceX, Musk's individual rocket company. Such a transaction would leave of absence Tesla every bit a individual company, together with mirror its ain purchase of SolarCity dorsum inwards 2016.
Again, nosotros should emphasise that the individual who told us this theory has no special noesis well-nigh whether Musk is playing a long game, or exactly dandy nether self-imposed pressure level to reinvent locomote via land, air, tunnel together with rocketship.
But still, let's imagine for a instant that this persuasion turned out to go right. Musk's selection to launch a Tesla into orbit amongst a SpaceX rocket of a abrupt starts to appear a chip heavy-handed, doesn't it?
And inwards retrospect, all sorts of odd choices he has made this twelvemonth would brand to a greater extent than sense, including....MUCH MORE
1) SpaceX is the entirely i of the companies (don't forget NeuraLink) that is profitable, a fact that was exploited when SolarCity could detect no i else to purchase its debt.
2) SpaceX is Elon's ultimate escape vehicle,* something he evidently treasures together with thinks about:
Well, escape and 2001: Influenza A virus subtype H5N1 Space Odyssey.And we’re definitely going to lead maintain a pod bay door override button. Lesson learned.— Elon Musk (@elonmusk) June 8, 2018
Mr. Musk's Twitter feed seems to break a decrease inwards his stress level, maybe it was exactly nerves every bit he does the create-a-corp affair on the fly.
Mr. Betteridge come across Mr. Occam.
* "no i needs to purchase Tesla, every bit Alphaville colleague Dan has pointed out -- at least, non at its electrical flow corporation value of $64bn, $55bn of that from equity. Hm.
In fact, sometimes it sure seems similar Tesla's sky-high valuation is truly the biggest origin of its troubles. The society is sure burning lots of cash every bit it tries to scale upward production of its mass-market Model 3. But if its marketplace cap weren't nearly v times larger than its 2017 revenues, mayhap at that spot wouldn't go such a pressing demand for scale inwards the start place.Two things to cry back every bit nosotros acquire downwards the rabbit hole amongst Alexandra:
This weblog has argued many times over that Musk's star power is the primary ground Tesla's shares lead maintain reached their electrical flow heights. So at that spot is a squeamish symmetry to the theory that getting its valuation to a to a greater extent than reasonable grade requires him to deed similar a terror.
If it were less pricey, Tesla could pursue whatsoever number of potential deals. But our unnamed five-dimensional chess master copy highlighted i acquirer inwards particular: SpaceX, Musk's individual rocket company. Such a transaction would leave of absence Tesla every bit a individual company, together with mirror its ain purchase of SolarCity dorsum inwards 2016.
Again, nosotros should emphasise that the individual who told us this theory has no special noesis well-nigh whether Musk is playing a long game, or exactly dandy nether self-imposed pressure level to reinvent locomote via land, air, tunnel together with rocketship.
But still, let's imagine for a instant that this persuasion turned out to go right. Musk's selection to launch a Tesla into orbit amongst a SpaceX rocket of a abrupt starts to appear a chip heavy-handed, doesn't it?
And inwards retrospect, all sorts of odd choices he has made this twelvemonth would brand to a greater extent than sense, including....MUCH MORE
1) SpaceX is the entirely i of the companies (don't forget As The Good Ship Tesla Sells Some Equity, Influenza A virus subtype H5N1 Reminder That Elon Musk Has Exit Options Not Available To The Rest Of Us (TSLA)"
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